MORE THAN JUST INVESTING
Four-Step Process
Initial Exploration Meeting
Wealth Management Plan Presentation
Wealth Management Plan Presentation
- Introduction to BluePrint Financial Planning
- Assessment of current financial well being
- Discussion of goals
- Discussion of risk versus reward
Wealth Management Plan Presentation
Wealth Management Plan Presentation
Wealth Management Plan Presentation
- Formation of a guiding investment policy statement
- Presentation of recommendations and overall wealth management plan
Service Commitment and Implementation
Service Commitment and Implementation
Service Commitment and Implementation
- Execution your recommended plan with proper paperwork
- Introduction of our services, including online access, Raymond James resources, and EverSafe
- Set up of communication preferences and meeting schedules
Regular Progress Meetings
Service Commitment and Implementation
Service Commitment and Implementation
- Review of family updates, job changes, evolving goals that effect your financial plan.
- Evaluation of the market with respect to your risk tolerance and time frame
- Annually, semi-annually, or quarterly as needed